Sequoia Financial Advisors, LLC Reduced Holdings in Q1 2025

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.05K
- 3.66%
$65.15 - $91.81 $68.5K - $96.6K
27.7K $1.81M
MCHP
Microchip Technology Inc

Technology
-8.05K
- 29.88%
$48.41 - $64.3 $390K - $518K
18.9K $914K
RRR
Red Rock Resorts, Inc.

Consumer Cyclical
-712
- 0.35%
$42.69 - $52.91 $30.4K - $37.7K
200K $8.68M
G
Genpact LTD

Technology
-15.2K
- 66.49%
$42.88 - $55.54 $653K - $846K
7.67K $386K
MELI
Mercadolibre Inc

Consumer Cyclical
-501
- 31.21%
$1739.0 - $2260.0 $871K - $1.13M
1.1K $2.15M
TMST
Timken Steel Corp

Basic Materials
-25.8K
- 68.41%
N/A
11.9K $255K
LMT
Lockheed Martin Corp

Industrials
-73
- 0.56%
$423.19 - $506.29 $30.9K - $37K
12.9K $5.74M
EEM
Ishares Msci Emerging Markets

ETFs
-13K
- 37.36%
$40.81 - $45.34 $530K - $589K
21.8K $951K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-4.15K
- 3.13%
$78.0 - $84.37 $323K - $350K
128K $10.3M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-5.48K
- 2.38%
N/A
225K $19.3M
BKNG
Booking Holdings Inc.

Consumer Cyclical
-28
- 3.09%
$4295.4 - $5141.88 $120K - $144K
877 $4.04M
ILMN
Illumina, Inc.

Healthcare
-1.64K
- 28.64%
$79.34 - $144.22 $130K - $237K
4.09K $324K
SWK
Stanley Black & Decker, Inc.

Industrials
-4.8K
- 26.89%
$76.43 - $90.41 $367K - $434K
13K $1M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-7.07K
- 27.36%
$45.72 - $51.73 $323K - $366K
18.8K $863K
FCNCA
First Citizens Bancshares Inc

Financial Services
-182
- 59.09%
$1728.36 - $2231.14 $315K - $406K
126 $233K
GII
Spdr S&P Global Infrasture ETF

ETFs
-9.02K
- 16.03%
$58.92 - $62.25 $531K - $561K
47.3K $2.93M
ERIC
Ericsson Lm Telephone CO

Technology
-48.1K
- 63.48%
$7.47 - $8.9 $359K - $428K
27.7K $214K
COIN
Coinbase Global, Inc.

Technology
-418
- 9.87%
$172.23 - $301.3 $72K - $126K
3.82K $657K
EQIX
Equinix Inc

Real Estate
-144
- 6.67%
$803.0 - $959.97 $116K - $138K
2.02K $1.64M
BHP
Bhp Group LTD

Basic Materials
-7.75K
- 20.2%
$48.18 - $52.11 $373K - $404K
30.6K $1.49M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-10.5K
- 46.15%
$35.29 - $36.56 $371K - $384K
12.3K $438K
XLP
Consumer Staples Sector Spdr

ETFs
-4.88K
- 14.91%
N/A
27.8K $2.12M
AKAM
Akamai Technologies Inc

Technology
-4.07K
- 45.1%
N/A
4.96K $450K
DFS
Discover Financial Services

Financial Services
-2.03K
- 24.9%
$152.99 - $203.25 $311K - $413K
6.12K $1.05M
SQ
Block, Inc.

Technology
-1.73K
- 18.99%
$54.04 - $92.95 $93.6K - $161K
7.39K $422K
RDY
Dr Reddys Laboratories LTD

Healthcare
-9.64K
- 11.59%
$12.53 - $15.81 $121K - $152K
73.6K $970K
GM
General Motors CO

Consumer Cyclical
-844
- 1.73%
$45.22 - $54.92 $38.2K - $46.4K
47.9K $2.25M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-6.85K
- 4.11%
$95.85 - $99.25 $656K - $680K
160K $15.8M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-498
- 1.62%
$47.79 - $59.89 $23.8K - $29.8K
30.2K $1.52M
INFY
Infosys LTD

Technology
-2.69K
- 3.46%
$18.06 - $22.89 $48.5K - $61.5K
75K $1.37M
MANH
Manhattan Associates Inc

Technology
-249
- 8.42%
$163.5 - $295.1 $40.7K - $73.5K
2.71K $468K
MSI
Motorola Solutions, Inc.

Technology
-345
- 4.91%
$411.73 - $482.1 $142K - $166K
6.68K $2.93M
MAS
Masco Corp

Industrials
-1.67K
- 2.54%
$68.67 - $81.85 $115K - $137K
63.9K $4.45M
MNST
Monster Beverage Corp

Consumer Defensive
-11.6K
- 18.57%
$46.16 - $58.58 $535K - $679K
50.8K $2.98M
CDNS
Cadence Design Systems Inc

Technology
-275
- 5.53%
$233.96 - $324.52 $64.3K - $89.2K
4.7K $1.2M
GIB
Cgi Inc

Technology
-18
- 0.06%
$98.12 - $122.43 $1.77K - $2.2K
31.2K $3.11M
SHOP
Shopify Inc.

Technology
-978
- 5.3%
$90.59 - $129.31 $88.6K - $126K
17.5K $1.67M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-6.01K
- 3.53%
$50.72 - $50.92 $305K - $306K
164K $8.34M
MPLX
Mplx LP

Energy
-28.3K
- 12.92%
$47.88 - $54.65 $1.35M - $1.55M
191K $10.2M
BUSE
First Busey Corp

Financial Services
-7.73K
- 14.08%
$21.26 - $25.35 $164K - $196K
47.2K $1.02M
CEG
Constellation Energy Corp

Utilities
-333
- 3.73%
$201.63 - $347.44 $67.1K - $116K
8.59K $1.73M
FANG
Diamondback Energy, Inc.

Energy
-1.44K
- 19.54%
$139.9 - $180.18 $202K - $260K
5.93K $948K
EIX
Edison International

Utilities
-791
- 7.88%
$50.06 - $80.01 $39.6K - $63.3K
9.25K $544K
TT
Trane Technologies PLC

Industrials
-230
- 4.2%
$332.0 - $400.86 $76.4K - $92.2K
5.25K $1.77M
MSCI
Msci Inc.

Financial Services
-280
- 10.26%
$541.46 - $628.34 $152K - $176K
2.45K $1.39M
ON
On Semiconductor Corp

Technology
-1.65K
- 20.74%
$40.69 - $64.51 $67.3K - $107K
6.32K $257K
PBRA
Petroleo Bras Ads (Ea Reptg 2
-18.7K
- 55.16%
N/A
15.2K $199K
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.89K
- 25.99%
$34.43 - $37.49 $203K - $221K
16.8K $611K
MSBI
Midland States Bancorp, Inc.

Financial Services
-305
- 0.98%
$17.12 - $25.0 $5.22K - $7.63K
30.7K $526K
Activity Summary
Buys All Purchases 785 New Holdings 129 Increased Positions 656 Sells All Sells 511 Reductions 511 Sold out 0 Options Calls 6 Puts 7
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